Healthcare Special Opportunities Fund Manager Performance Evaluation
| MDS-UN Fund | CAD 13.30 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Healthcare Special's returns are expected to increase less than the market. However, during the bear market, the loss of holding Healthcare Special is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Healthcare Special Opportunities are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Healthcare Special is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | University of Minnesota president calls Trumps NIH cuts a direct attack on health research - Star Tribune | 02/10/2025 |
2 | Investment Analysis - Stock Traders Daily | 02/18/2025 |
3 | Healthcare Special Opportunities Fund Announces March 2025 Quarterly Distribution - TradingView | 03/14/2025 |
| Fifty Two Week Low | 10.44 | |
| Fifty Two Week High | 12.50 |
Healthcare |
Healthcare Special Relative Risk vs. Return Landscape
If you would invest 1,269 in Healthcare Special Opportunities on December 19, 2024 and sell it today you would earn a total of 61.00 from holding Healthcare Special Opportunities or generate 4.81% return on investment over 90 days. Healthcare Special Opportunities is generating 0.0857% of daily returns and assumes 1.2345% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than Healthcare, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Healthcare Special Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Healthcare Special's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Healthcare Special Opportunities, and traders can use it to determine the average amount a Healthcare Special's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0694
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| Cash | MDS-UN | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Healthcare Special is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Healthcare Special by adding it to a well-diversified portfolio.
About Healthcare Special Performance
By analyzing Healthcare Special's fundamental ratios, stakeholders can gain valuable insights into Healthcare Special's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Healthcare Special has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Healthcare Special has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Healthcare Special performance evaluation
Checking the ongoing alerts about Healthcare Special for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Healthcare Special help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Healthcare Special Opportunities Fund Announces March 2025 Quarterly Distribution - TradingView |
- Analyzing Healthcare Special's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Healthcare Special's stock is overvalued or undervalued compared to its peers.
- Examining Healthcare Special's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Healthcare Special's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Healthcare Special's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Healthcare Special's fund. These opinions can provide insight into Healthcare Special's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Healthcare Fund
Healthcare Special financial ratios help investors to determine whether Healthcare Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Healthcare with respect to the benefits of owning Healthcare Special security.
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